Puerto Rico

//Puerto Rico

Life Insurance and Retirement Plans that suit you

Puerto-Ricans may be considered American citizens, but getting insurance plans, health, and retirement benefits for them is different. Our company is determined to bring our customers the best of the best by analyzing the work status, income, and other Puerto Rican factors. Just contact us, talk to our clients and get the best assistance for your critical financial decisions.
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About the Retirement Plans in Puerto Rico

Puerto Rico became a US territory in 1917, and all the people there are now Americans. Although Puerto Rico has its tax code, but they pay taxes to the federal government. When it comes to retirement plans, there are two ways; a dual-qualified plan and a PR-only plan. Some benefits of choosing the right plan with our help:

    • Easy to handle
    • Same 401k limits for dual-qualified
    • There will be no impact on the US plan if the PR plan is in operation
    • Taxation is simple in PR
    • There’s no Actual Contribution Percentage testing for 401k
    • We manage all the paperwork
    • The complete process is hassle-free

Insurance Policies

Term Life Insurances

Most people prefer term life insurance policies because they cover a short period for lower costs. But choosing a flexible approach is the best idea because you may be able to convert multiple times.

Universal Life Insurance

Universal life insurance policies are better because they offer multiple choices of increasing and decreasing terms if your financial status changes.

Whole Life Insurance

Whole life insurance policies are somewhat rigid and can only be claimed by the heirs. So if you are looking for a long-term commitment, you can consult with our experts and then choose what’s right for you.
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            Telephone

            404-707-8180

            Time Schedule

            Office Time

            Mon - Fri: 9:00 - 18:00